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Disclosery

Virtus Family Office LLC: CPA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virtus Family Office LLC on CPA, newest first. How the timeline and the estimate are built.

Virtus Family Office LLC held 46,286 CPA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,286 shares
    Change vs previous 13F +730 shares

    5.69% of the 13F portfolio, value $7,200,882.

    13F-HR 0001214659-26-009495 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,556 shares
    Change vs previous 13F +5,336 shares

    4.42% of the 13F portfolio, value $5,175,298.

    13F-HR 0001214659-26-005687 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,220 shares
    Change vs previous 13F -143 shares

    4.18% of the 13F portfolio, value $4,850,957.

    13F-HR 0001214659-26-001100 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,363 shares
    Change vs previous 13F +364 shares

    4.49% of the 13F portfolio, value $4,795,869.

    13F-HR 0001214659-25-015959 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,999 shares
    Change vs previous 13F +30,246 shares

    5.64% of the 13F portfolio, value $4,398,424.

    13F-HR 0001214659-25-011415 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,753 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $901,762.

    13F-HR 0001214659-25-007407 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,753 shares
    Change vs previous 13F +4,473 shares

    1.07% of the 13F portfolio, value $857,094.

    13F-HR 0001214659-25-002405 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,280 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $495,475.

    13F-HR 0001214659-24-018720 filed by Virtus Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).